Presented by
Join us for a previously recorded live webinar to see how the Econiq + Wealthbox integration helps advisors deliver custom branded meeting workspaces. This webinar will cover:
Speakers
Chief Client Experience Officer
Econiq
Product Specialist
Wealthbox
“Integrating The Conversation Hub with Wealthbox is a game-changer for financial advisors. By combining the power of our immersive meeting experience with Wealthbox's robust CRM capabilities, we are empowering advisors to run more effective and efficient virtual meetings.”
Jim Callan
Founder & CEO at Econiq